Pharmaceutical stocks rise sharply or repeat the bull market of consumption sector

[chinapharma.com pharmaceutical stock market] pharmaceutical sector is likely to be the hot spot next year, which has been revealed recently, and the trend of wave is very sharp This is a very clear signal, not expected to rise, but has risen, which shows that many companies in this sector have begun to walk out of the low position Last week, the article focused on the investment opportunities of pharmaceutical stocks In fact, the pharmaceutical sector has come out of a wave of sharp rising market recently I think this is only a preview of next year's big market There are two reasons for the optimism of next year's pharmaceutical market: first, in this year's big consumption plate represented by white liquor, the valuation of many leading companies has increased, so-called low-lying valuation has been filled, but the stock price of many pharmaceutical companies is still at a low level Seen from the whole year, pharmaceutical stocks have not doubled as some big consumer stocks Many pharmaceutical companies' share prices have only increased slightly or even negatively, which is a typical backward white horse in this wave of market The logic itself supports that there is a certain space for pharmaceutical stocks to rise, and the position of pharmaceutical stocks is relatively low On the other hand, the fundamentals of the pharmaceutical and medical sectors are recovering Shuanglu pharmaceutical, Kelun pharmaceutical, Haizheng pharmaceutical and other small and medium-sized pharmaceutical companies with market value are all the varieties with good innovation ability that the author has been tracking in the pharmaceutical industry Their stock prices fell a lot in the first half of this year, but there has been a continuous and obvious trend of incremental capital intervention in recent months In these articles, the author repeatedly talked about that the medical plate may be the hot spot next year, which has been revealed recently, and the trend of wave is very fierce This is a very clear signal, not expected to rise, but has risen, which shows that many companies in this sector have begun to walk out of the low position Before the blackout, the third quarter's performance has been significantly improved, and the stock price has also formed a low V-shaped reversal This shows that the pharmaceutical sector has shown signs The real big market is sure to come next year, but many stocks are already building a big bottom shape As we all know, the development of Chinese pharmaceutical industry is very backward In terms of market value, the total market value of pharmaceutical companies in China has not yet stood at more than 200 billion Compared with the developed countries in Europe and America, it is just in its infancy and a small sapling And the market value of our banks, big finance, including Guizhou Moutai in the consumer industry has reached 800 billion In the long run, the pharmaceutical sector has a certain space for market value growth How to lay out the pharmaceutical sector once the entire industry is launched has an opportunity For example, you can buy medicine index directly, and the future returns will be good, which is from the macro point of view If it has to be from the segment industry, it is undoubtedly the priority income of leading companies Just like the liquor industry, in the initial stage and recovery stage when an industry comes out of the adjustment cycle, it must be the leading companies in the first line, which is the rule in any industry Because the first-line leading company's physique and physique are relatively less injured in the adjustment, and it is easier to stand up Therefore, whether it is chemical medicine, biological medicine or traditional Chinese medicine, it must be the leader, the leader and the leader In fact, the leading companies can be counted Just now, in terms of the general rate, if you want to go to any company, you need to study in depth which companies are against the trend, which companies are ready to develop, and which companies' innovation capabilities are further enhanced in the adjustment process in recent years For example, the internal R & D system and product line are richer and stronger If there are many products under development that may be put into the market later, they can benefit directly There are only a few companies with this kind of explosive potential Of course, they may already be the leaders For example, in the adjustment of the pharmaceutical industry in the past two years, some good companies like Hengrui pharmaceutical have not been subject to the adjustment and the stock price has not been affected If the current layout, the author is more inclined to choose some stocks that have not risen and are low Although there are reasons for the low, it will recover in the next few years If we buy Hengrui at a price to earnings ratio of 60 times or 70 times, I don't think this price is suitable However, Hengrui medicine has given us a clear direction, opening up the valuation and market value growth space of large market value pharmaceutical shares, which is similar to the logic of opening up the space of large consumption plate in Maotai in 2016 At present, investors are all flocking to Hengrui pharmaceutical The author suggests that we should explore and pay more attention to some neglected, unknown or unnoticed real good companies I've found a lot Now it's too easy to choose a good company in the pharmaceutical sector If you have to choose from the consumption liquor now, you will find that the stock price of any good company you choose has doubled But if you want to choose among the pharmaceutical stocks, many companies with good reputation are still lying low So, at this time, it's very easy to pick, select and lay out It depends on your courage At present, the level of blue chips in A shares is still in the early stage of value reunification, far from reaching the bubble stage This upward trend will not end, and short-term adjustment will be a better opportunity to get on In the long run, in the current position of more than 3000 points, we should not care too much about the short-term rise and fall of the index, but more about the choice of industries and varieties In the long run, we should focus on the long-term strategy Original title: medicine sector may repeat the bull market of consumption sector